How to edit the structure of a template?

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<td>[[Image:EditTemplateStructure1.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/EditTemplateStructure1.png|  ]]</td>
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<li>If you want to change the template of an invoice go to the tab <strong>Document templates</strong>. </li>
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<li>Next, <strong>select </strong>the wished <strong>template </strong>and click on the button <strong>Edit template structure</strong>.</li>
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<li>A <strong>editor </strong>with the template will be opened. </li>
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<p>&nbsp;</p>
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<p>For this example we take the<strong> default template</strong> of <strong>Create invoice</strong>.</p>
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<p>Each predefined template has an <strong>default template</strong> for the beginning.</p>
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<p>&nbsp;</p>
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<td>[[Image:EditorAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/EditorAcc.png|    ]]</td>
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<li><strong>Tool bars:</strong> The tool bars have the same functionalities like a toolbar in a word-program. You can change colours, insert tables, objects, draw something or save your changes.</li>
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<li><strong>Report Tree:</strong> You find all objects, lines, ... organised in a tree structure. Select an object of the list and the associated field in the template will also be selected.</li>
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<li><strong>Object Inspector:</strong> At the report inspector you see the details of the current marked field in the template.</li>
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<li><strong>Data Tree:</strong> In the data tree you can find all invoice items and informations, variables, functions and classes you can use in the template. Add them with drag and drop.</li>
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<li><strong>Template:</strong> In the middle of the window you see the current template. Here it is the default template from Create invoice.</li>
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<p>&nbsp;</p>
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<p>&nbsp;</p>
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<td style="text-align: right;"><a href="/index.php?title=MedITEX_Accounting_how_to">Back to How to</a></td>
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<td style="text-align: right;"><a href="#top">Back to top</a></td>
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Latest revision as of 15:22, 27 August 2013

<tbody> </tbody>
EditTemplateStructure1.png
  • If you want to change the template of an invoice go to the tab Document templates.
  • Next, select the wished template and click on the button Edit template structure.
  • A editor with the template will be opened.

 

For this example we take the default template of Create invoice.

Each predefined template has an default template for the beginning.

 

<tbody> </tbody>
EditorAcc.png
  • Tool bars: The tool bars have the same functionalities like a toolbar in a word-program. You can change colours, insert tables, objects, draw something or save your changes.
  • Report Tree: You find all objects, lines, ... organised in a tree structure. Select an object of the list and the associated field in the template will also be selected.
  • Object Inspector: At the report inspector you see the details of the current marked field in the template.
  • Data Tree: In the data tree you can find all invoice items and informations, variables, functions and classes you can use in the template. Add them with drag and drop.
  • Template: In the middle of the window you see the current template. Here it is the default template from Create invoice.

 

 

<tbody> </tbody>
<a href="/index.php?title=MedITEX_Accounting_how_to">Back to How to</a> <a href="#top">Back to top</a>